The Scariest Thing in Your Budget? Your Subscriptions.

How much are those forgotten monthly charges really costing you?

Gerber Kawasaki Financial Advisor Steven Evensen, CFP ®️ faced his own subscription list and uncovered $172.99 in monthly savings!

In his latest article, Steven shares how a simple subscription audit can uncover hidden expenses, free up cash, and turn small savings into long-term financial opportunities.

Ready to face your own financial fears? Read the full article!

Financial Wellness Starts with a Budget 💰

What if budgeting wasn't about spending less, but enjoying your money more?

Gerber Kawasaki Wealth Planning Associate Chase McCormick shares how creating a plan for your time and money can help eliminate financial stress, build healthy habits, and make room for guilt-free spending.

Discover how the simple 50/30/20 rule can help you take control of your finances without sacrificing the things you love.

Read the full article to get started!

This week at GK, CEO Ross Gerber and Managing Partner Hatem Dhiab made the rounds on major networks with the release of Q3 earnings for SpaceX and Tesla. While revenue prospects for SpaceX remain positive and demand for electric vehicles is at record highs, Ross and Hatem call into question certain business dealings that they see as potentially troublesome.

In the wake of Elon Musk openly advocating for Tesla and SpaceX to be combined, Managing Partner Hatem Dhiab joins the Schwab Network to break down the pragmatic case for an acquisition of Tesla, why AI CapEx spending has proven difficult for both companies' margins, and the regulatory hurdles that both companies would have to clear ahead of such a merger.

With SpaceX beating Wall Street's estimates for Q3 revenues, GK President and CEO Ross Gerber joins Bloomberg to discuss the upside of SpaceX, its position as a main contender in the AI trade, and why Elon Musk will face more headaches the longer SpaceX and Tesla remain separate companies.

Your Social Security check is going up in 2027: 3.6%, the biggest cost-of-living bump since 2023.

But the number on paper isn't always the number you feel. Medicare premiums, taxes, and rising costs all take a bite.

Gerber Kawasaki wealth advisor, Robby Lewis, CFP® breaks down what the raise really means for your monthly check, and how to keep more of it.

This week, GK President and CEO Ross Gerber sat in as the guest host of Market Hang, a Yahoo Finance original series. Together, with the help of 16 market experts, he covered a wide range of hot topics from tech valuations and AI spending to EV sales and the bombastic reveal of Tesla’s new Roadster.

Your CD is getting taxed. Every year. Even if you never touch it!
There are safer plays that keep more of your money.

Zachary Bainter, CFP® breaks down 3 of them in his latest article. Read it here.

Beyond the pink ribbon. 💗

This Breast Cancer Awareness Month, Kaytlin Hall, MBA shares a powerful story: how financial planning gave one family the freedom to make life-changing health decisions and break a BRCA1 cycle for the next generation.

Financial planning isn't just about growing wealth. It's about having options when it matters most.

Read her full article here.

With the recent approval of Paramount acquisition of Warner Bros. looming over the entertainment industry, GK President and CEO Ross Gerber joined the Grill, a leading entertainment business conference hosted by TheWrap. Delving into his decades of experience in the media sphere, Ross breaks down the state of the film industry in 2026, why the major studios are less inclined to take creative risks, and how companies that center their image around the human touch will benefit from advances in technology the most.

Rule 10b5-1 plans sit between executives and some of their most valuable equity, yet the name explains nothing. Hatem Dhiab, CFP®, rebrands it as the ASP (Automatic Selling Plan) and explains how to build one that works with your taxes, timing and long-term goals.

Lost in much of the excitement around advancements in AI is the magnified importance of cloud computing. Managing Partner Hatem Dhiab joins Schwab Network to explain why Amazon Web Services (AWS) is better positioned than ever to ride the wave of the AI buildout, and what he expects from Amazon’s digital service margins moving forward.